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CSX Corp

1,363 hedge funds and large institutions have $48.8B invested in CSX Corp in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 558 increasing their positions, 425 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 425

5% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 91

0.71% more ownership

Funds ownership: 72.32%73.03% (+0.71%)

1% less funds holding

Funds holding: 1,3781,363 (-15)

7% less capital invested

Capital invested by funds: $52.5B → $48.8B (-$3.71B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

28% less call options, than puts

Call options by funds: $183M | Put options by funds: $256M

Holders
1,363
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
23.86%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
96
Increased
558
Reduced
425
Closed
91
Calls
$183M
Puts
$256M
Net Calls
-$72.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1176
Traphagen Investment Advisors
New Jersey
$206K
BIM
1177
Baldwin Investment Management
Pennsylvania
$205K
BMC
1178
Beaton Management Company
Massachusetts
$205K
KOMWMG
1179
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K -$336K -10,495 -60%
BHIA
1180
Birch Hill Investment Advisors
Massachusetts
$204K
FRA
1181
Front Row Advisors
California
$204K
SXL
1182
Summit X LLC
Missouri
$204K
HL
1183
HeadInvest LLC
Maine
$203K -$6.44K -201 -3%
JWCA
1184
J.W. Coons Advisors
Ohio
$201K
SFG
1185
SNS Financial Group
Minnesota
$200K
KA
1186
Kovack Advisors
Florida
$200K +$215K +6,726 New
IBOK
1187
Independence Bank of Kentucky
Kentucky
$199K
MHR
1188
Matthew Hamilton Rosenberg
$198K -$12.6K -395 -6%
FFA
1189
Freedman Financial Associates
Massachusetts
$197K
Acadian Asset Management
1190
Acadian Asset Management
Massachusetts
$195K -$478K -14,940 -69%
LC
1191
Lindbrook Capital
California
$186K -$128 -4 -0.1%
PMFA
1192
Plante Moran Financial Advisors
Michigan
$183K -$5.38K -168 -3%
MAWCM
1193
Mine & Arao Wealth Creation & Management
California
$180K +$32 +1 +0%
CCM
1194
Carderock Capital Management
Maryland
$178K +$192K +6,000 New
CFD
1195
Creative Financial Designs
Indiana
$176K +$352 +11 +0.2%
LWCFA
1196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$172K +$129K +4,026 +230%
RAM
1197
Riggs Asset Management
Pennsylvania
$167K
AII
1198
AGF Investments Inc
Ontario, Canada
$167K +$179K +5,600 New
PWMG
1199
Prestige Wealth Management Group
New Jersey
$164K +$22.4K +699 +14%
MA
1200
MCF Advisors
Kentucky
$162K +$58.9K +1,840 +51%

CSX Hedge Fund Activity: Q3 2021 in Review

1,363 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2021, worth a combined $48.8B — down 7.1% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CSX positions and 91 closed out — a net gain of 5 holders — while 558 added to existing stakes and 425 trimmed.

The largest buyer was Northern Trust, adding an estimated $348M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 1,363 institutional investors held CSX Corp (CSX) as of Q3 2021, down from 1,378 in Q2 2021.
  • Funds reported $48.8B of CSX Corp stock for Q3 2021, down 7.1% quarter-over-quarter.
  • 96 funds opened new CSX Corp positions in Q3 2021 and 91 closed out, a net change of +5 holders.
  • The largest CSX Corp buyer in Q3 2021 was Northern Trust, an estimated $348M added.
  • The largest CSX Corp seller in Q3 2021 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.